We are live on ! Find out more
UFCS icon

United Fire Group

122 hedge funds and large institutions have $403M invested in United Fire Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $79K | Put options by funds: $37K

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0.52% more ownership

Funds ownership: 64.57%65.09% (+0.52%)

5% less funds holding

Funds holding: 128122 (-6)

14% less capital invested

Capital invested by funds: $467M → $403M (-$64.5M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
42
Closed
14
Calls
$79K
Puts
$37K
Net Calls
+$42K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
101
First Horizon Advisors
Tennessee
$27.4K
FCMT
102
Founders Capital Management (Texas)
Texas
$27K
SWA
103
Sutton Wealth Advisors
Florida
$13.1K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$11.1K -$13.7K -469 -54%
Simplex Trading
105
Simplex Trading
Illinois
$8K +$8.76K +300 +1,579%
CFGS
106
Concourse Financial Group Securities
Alabama
$7.99K
VCM
107
Versant Capital Management
Arizona
$7.5K
TWA
108
TCI Wealth Advisors
Arizona
$5.12K -$905 -31 -14%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$5K -$3.94K -135 -42%
PA
110
Parallel Advisors
California
$2.22K
EWA
111
EverSource Wealth Advisors
Alabama
$1.48K
Barrow, Hanley, Mewhinney & Strauss
112
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.37K
CWC
113
Carolinas Wealth Consulting
North Carolina
$1.23K -$58 -2 -4%
QCG
114
Quadrant Capital Group
Ohio
$1.2K
C
115
Covestor
United Kingdom
$1K -$88 -3 -6%
IA
116
IFP Advisors
Florida
$1K
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$1K
PFBT
118
Parkside Financial Bank & Trust
Missouri
$520 -$1.08K -37 -66%
FFA
119
Farther Finance Advisors
California
$383 +$409 +14 New
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$356
EI
121
Ellevest Inc
New York
$328 +$350 +12 New
HNB
122
Huntington National Bank
Ohio
$47
FCM
123
FJ Capital Management
Virginia
-$1.02M -36,000 Closed
Victory Capital Management
124
Victory Capital Management
Texas
-$483K -16,802 Closed
Jane Street
125
Jane Street
New York
-$365K -12,721 Closed

UFCS Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2022, worth a combined $403M — down 14% from $467M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UFCS and 8 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $3.18M. The largest seller was Invesco, cutting an estimated $2.62M.

  • 122 institutional investors held United Fire Group (UFCS) as of Q4 2022, down from 128 in Q3 2022.
  • Funds reported $403M of United Fire Group stock for Q4 2022, down 14% quarter-over-quarter.
  • 8 funds opened new United Fire Group positions in Q4 2022 and 14 closed out, a net change of -6 holders.
  • The largest United Fire Group buyer in Q4 2022 was BlackRock, an estimated $3.18M added.
  • The largest United Fire Group seller in Q4 2022 was Invesco, an estimated $2.62M sold.

Based on aggregated 13F filings for Q4 2022.